Asset & Wealth Management Tax Director
$150,000 - $438,000 per year
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Posted today
SENIORITY
Manager
SALARY
$150,000 - $438,000 per year
About the role
- Leading strategic tax planning and compliance initiatives for asset and wealth management clients
- Overseeing the preparation and filing of complex tax returns, confirming adherence to regulatory requirements
- Analyzing financial data to identify tax optimization opportunities and minimize compliance risks
- Developing and implementing innovative tax strategies to support business growth and client satisfaction
- Mentoring and guiding junior team members in tax compliance and strategic planning
- Collaborating with cross-functional teams to deliver comprehensive tax solutions and insights
- Driving thought leadership by developing new ideas and solutions in the tax compliance space
- Cultivating and maintaining executive-level client relationships to enhance service delivery
- Promoting technological advancements to streamline tax processes and improve efficiency
- Identifying market gaps and converting opportunities into successful outcomes for the firm
- What You Must HaveAt least a Bachelor's degree
- At least 8 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- What Sets You Apart
- Leading strategic initiatives in asset and wealth management tax
- Driving business growth through innovative tax solutions
- Mentoring future leaders in tax compliance and planning
- Cultivating executive-level client relationships and satisfaction
- Promoting technological advances in tax services
- Identifying market gaps and converting opportunities to success
- Developing new ideas and solutions for complex tax challenges
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
